
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.100 | 0.850 | 0.750 |
Shares | 87.060 | 87.060 | 0.000 |
Bonds | 12.780 | 12.780 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.755 | 16.634 |
Price to Book | 2.538 | 2.256 |
Price to Sales | 1.956 | 1.659 |
Price to Cash Flow | 11.027 | 9.138 |
Dividend Yield | 2.224 | 2.460 |
5 Years Earnings Growth | 9.608 | 9.929 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.360 | 19.267 |
Financial Services | 16.470 | 16.197 |
Industrials | 10.410 | 10.818 |
Consumer Cyclical | 10.010 | 10.503 |
Healthcare | 9.710 | 11.578 |
Communication Services | 7.580 | 7.181 |
Real Estate | 6.920 | 7.111 |
Consumer Defensive | 5.920 | 6.680 |
Basic Materials | 3.530 | 3.610 |
Energy | 3.520 | 4.118 |
Utilities | 2.570 | 2.938 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P Total U.S. Stock Market | US4642871507 | 55.29 | 128.70 | -0.13% | |
iShares Core MSCI Total Intl Stk ETF | - | 28.16 | - | - | |
iShares Core US Aggregate Bond | US4642872265 | 9.54 | 98.10 | +0.25% | |
iShares Core U.S. REIT | US4642885218 | 3.69 | 57.19 | +0.07% | |
iShares 20+ Year Treasury Bond ETF | - | 1.91 | - | - | |
iShares TIPS Bond | US4642871762 | 1.43 | 109.29 | +0.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan a | 175.9M | -7.44 | 14.23 | 13.86 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 0.46 | 5.97 | 5.76 | ||
ME NextGen College Investing Plan d | 125.03M | -4.98 | 11.93 | 12.12 | ||
ME NextGen College Investing Plan 8 | 125.03M | 0.57 | 6.31 | 6.14 | ||
ME NextGen College Based 11 13 Y D | 125.03M | 1.49 | 5.35 | 5.22 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review